AWM
BLUE

Avior Wealth Management’s bluebird bio BLUE Stock Holding History

Avior Wealth Management’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$29 – 2453
2024
Q1 		$29 Buy
+1
New +$26 ﹤0.01% 3612
2023
Q4 		– Sell
-10
Closed -$608 – 1537
2023
Q3 		$608 Buy
+10
New +$702 ﹤0.01% 1477
2021
Q4 		– Sell
-2
Closed – – 1094
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1058
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1033
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1009
2020
Q4 		$1K Hold
2
– – ﹤0.01% 902
2020
Q3 		$1K Hold
2
– – ﹤0.01% 853
2020
Q2 		$1K Hold
2
– – ﹤0.01% 827
2020
Q1 		$1K Hold
2
– – ﹤0.01% 708
2019
Q4 		$2K Hold
2
– – ﹤0.01% 710
2019
Q3 		$2K Hold
2
– – ﹤0.01% 671
2019
Q2 		$3K Hold
2
– – ﹤0.01% 693
2019
Q1 		$3K Hold
2
– – ﹤0.01% 591
2018
Q4 		$2K Hold
2
– – ﹤0.01% 662
2018
Q3 		$4K Hold
2
– – ﹤0.01% 639
2018
Q2 		$4K Hold
2
– – ﹤0.01% 661
2018
Q1 		$4K Hold
2
– – ﹤0.01% 639
2017
Q4 		$4K Buy
+2
New +$4.06K ﹤0.01% 656

Other funds holding BLUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's BLUE Position: Q2 2024 in Review

Avior Wealth Management sold out of bluebird bio (BLUE) in Q2 2024, closing a stake of 1 share — an estimated $29 sold.

Avior Wealth Management first reported a position in BLUE in Q4 2017 and held it in 18 quarters. The position peaked at $4K in Q3 2018. 150 funds tracked by Wall St. Rank hold BLUE as of Q2 2024.

  • Avior Wealth Management reported no remaining bluebird bio position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 bluebird bio share in Q2 2024, an estimated $29.
  • Avior Wealth Management first reported a position in bluebird bio in Q4 2017 and held it in 18 quarters.
  • Avior Wealth Management's bluebird bio position peaked at $4K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held bluebird bio as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.